Planned giving is a meaningful way to share the resources you’ve accumulated over a lifetime while leaving a lasting legacy that reflects your values. At Avila University, planned gifts can help you support both your loved ones and the university in a way that aligns with your financial and charitable goals. These gifts not only allow you to shape your own legacy but can also offer potential tax benefits or additional financial advantages.
Whether you choose to make a gift now or plan for future giving, there are many ways to make an impact at Avila University. We are here to guide you through the process and ensure that your generosity supports the areas of the university most important to you. If you have any questions or need assistance, please reach out. We look forward to working with you to create a legacy that benefits both you and the Avila community.
There are several ways to make a planned gift to Avila University, whether you’d like your contribution to be made today or in the future. No matter the timing, planned gifts can offer significant tax advantages. Below are some of the most common ways our donors choose to support Avila through planned giving. As with any financial decision, we encourage you to consult a tax professional to determine the best approach for your situation. If you have any questions or need assistance with ensuring your gift reaches your intended beneficiaries, please contact Avila’s Office of Advancement at (816) 501-3602.
Ultimately, planned giving is about deciding whether you’d like to make a difference now or leave a legacy for the future.
| Options | Benefits |
|---|
| Donor Advised Fund (DAF) | • Use accumulated assets to grow a fund for giving. • May avoid capital gains tax on appreciated assets. • Take a charitable deduction, if your tax situation allows. • Avoid taxes on the fund’s growth. |
| Stock and/or Securities | • Avoid capital gains. • Take a charitable deduction, if your tax situation allows. |
| IRA Gifts | • Exclude a QCD from taxable income. • Apply the QCD to your Required Minimum Distribution (RMD). |
| Wills, Bequests & Life Insurance | • Retain control of your assets during your lifetime. • Reduce income taxes and potential estate tax for heirs. • Pass other more favorably taxed property to your heirs. |
| Land & Real Estate | • There are a number of different options, with different benefits, for gifting land and real estate. Please contact your financial planner to determine which is best for you. |
The planned giving information provided on this site is intended for general informational purposes only. It should not be considered tax, legal, or financial advice. We encourage you to consult your own advisors before making any decisions regarding your gift.
This information is not intended as tax, legal, or financial advice. Gift results may vary. As with any planned gift, please consult your personal financial advisor.or legal representation for information specific te your situation .